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How does the advisor help clients – Key Takeaways:
JNBA Financial Advisors, LLC provides financial expertise to clients without explicitly stating their role as a financial expert. Their team is made up of experienced advisors who utilize their knowledge and skills to assist clients in navigating the often complex world of finance. Here are the key takeaways on how this advisor helps their clients:
- Offers a diverse range of financial services to meet the various needs of clients.
- Works with a variety of client types, including individuals, families, and businesses.
- Discloses information about their background and any potential conflicts of interest.
- Charges a fee-based compensation structure, aligning their interests with their clients’ goals.
- Has a strong track record of success and high levels of client satisfaction.
Facts and Insights
JNBA Financial Advisors, LLC has been in business for over 40 years, providing expert financial guidance to clients. Their extensive experience in the industry has allowed them to gain valuable insights and knowledge, making them a trusted advisor for many individuals and businesses. Below are some key facts and insights about this advisor:
- Founded in 1979 by Richard S. Brown, JNBA operates as a Registered Investment Advisor (RIA) and is based in Minneapolis, Minnesota.
- Currently manages over $1.5 billion in client assets.
- Employs a team of over 20 experienced advisors with a diverse range of expertise and specialties.
- Utilizes a comprehensive and personalized approach to financial planning, taking into account each client’s unique goals and circumstances.
- Has a strong focus on transparency and ethical practices.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 Billion+ | 20+ | Over 40 years |
Financial Services Offered
JNBA Financial Advisors, LLC offers a wide range of financial services to assist clients in reaching their financial goals. These services include, but are not limited to:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
JNBA Financial Advisors, LLC works with a diverse range of clients, including:
- High net worth individuals and families
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
JNBA Financial Advisors, LLC follows a fee-based compensation structure, meaning they charge a fee based on a percentage of the assets under management. This aligns their interests with their clients’ goals, as the more their clients’ assets grow, the more they are compensated. They are transparent about their fees and provide clients with a clear understanding of the services they will receive.
Background
JNBA Financial Advisors, LLC was founded in 1979 by Richard S. Brown, who currently serves as the Chairman Emeritus. The company is now led by his son, Richard S. Brown Jr., who is the CEO and President. The company has been providing expert financial guidance for over 40 years and has a team of over 20 experienced advisors.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), JNBA Financial Advisors, LLC is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interest. They are transparent about their fees, potential conflicts of interest, and any disclosures that clients should be aware of. It is important for clients to understand these disclosures and ask any questions they may have before entering into a working relationship with the advisor.
In conclusion, JNBA Financial Advisors, LLC offers comprehensive financial expertise to a diverse range of clients. With over 40 years in the business and a strong track record of success, they have become a trusted advisor